• Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
    2025/11/26

    (0:00) Molly Bloom joins the besties live in Las Vegas!

    (1:48) Did Jason actually play in "Molly's Game"?

    (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game

    (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie

    (31:10) Best celebrity poker players, high-stakes poker archetypes, and more

    (34:31) Sales coaching advice

    Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.

    https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

    Follow Molly:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    38 分
  • Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
    2025/11/22

    (0:00) Bestie intros LIVE from The Venetian Las Vegas

    (1:13) Epstein Files breakdown

    (10:06) Biggest Epstein questions: where did his money come from?

    (14:44) Tether's booming business

    (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

    (35:25) Google's Gemini 3 and TPU breakthrough

    (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO

    (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

    Special thanks to The Venetian Las Vegas for hosting us!:

    https://x.com/VenetianVegas

    Join us at the All-In Holiday Spectacular!:

    https://allin.com/events

    Follow the besties:

    https://x.com/chamath

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://x.com/RepClayHiggins/status/1990868089056219267

    https://x.com/michaeljburry/status/1991289193037746579

    https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025

    https://x.com/Similarweb/status/1988879389992386897

    https://x.com/PokerGO/status/1987406318832132256

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    1 時間 2 分
  • Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
    2025/11/14

    (0:00) Michael Burry's big short against AI

    (12:00) Why Palantir is so richly valued vs other tech companies

    (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms

    (36:18) H-1B debate flares up again after Trump's comments on Fox News

    (42:37) Science Corner: Solar storms, coronal mass ejection, risks

    (51:14) Rich Americans fleeing "the great confiscation"

    Join us at the All-In Holiday Spectacular!:

    https://allin.com/events

    Follow the besties:

    https://x.com/chamath

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    Follow on LinkedIn:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://x.com/michaeljburry/status/1988778952299802818

    https://x.com/_Investinq/status/1988847716613365845

    https://x.com/michaeljburry/status/1987918650104283372

    https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

    https://x.com/jatanackov/status/1988256651103592564

    https://x.com/omapproach/status/1988410644907856075

    https://x.com/latestinspace/status/1988606899932299700

    https://www.swpc.noaa.gov/

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    55 分
  • Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
    2025/11/07
    (0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7 https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/ https://x.com/DavidSacks/status/1986476840207122440 https://x.com/sama/status/1986514377470845007 https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43 https://x.com/nvidianewsroom/status/1986221177099194484 https://www.aipanic.news/p/the-ai-existential-risk-industrial https://fred.stlouisfed.org/series/LES1252881600Q https://x.com/MorningBrew/status/1986464568470888935 https://x.com/chamath/status/1986076707196162068 https://polymarket.com/event/new-york-city-mayoral-election https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results https://x.com/JDVance/status/1986099131845136594 https://x.com/houmanhemmati/status/1980499276229931034
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    1 時間 27 分
  • Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
    2025/11/05

    (0:00) Introducing Ari Emanuel

    (1:03) Ari's background in the content business and Hollywood

    (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products

    (9:21) AI's impact: anticipating the 3-day workweek

    (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP ownership

    (18:20) How he got a fighter's reputation, relationship with Michael Ovitz, how he built on Ovitz's vision

    (22:12) Future of sports entertainment: adapting to attention spans, clip culture, going global

    (24:21) Ari's relationship with his brothers and Elon Musk

    Thanks to our partners for making this happen!

    Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

    OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

    Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

    IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

    Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

    Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

    BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

    Polymarket - The world's largest prediction market. https://www.polymarket.com/

    Follow Ari:

    https://x.com/AriEmanuel

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

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    27 分
  • Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
    2025/11/04

    (0:00) Introducing Tareq Amin

    (0:39) Saudi Arabia's evolution, Humain's business

    (8:11) How Humain works with foundational model providers

    (13:14) Saudi's energy and talent advantages, the AI race in the Middle East

    (18:11) Working in the era of MBS, Vision 2030

    (21:40) How Saudi manages their relationships with the US and China

    (23:51) Sacks on the US-Saudi AI alliance

    Thanks to our partners for making this happen!

    Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

    OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

    Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

    IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

    Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

    Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

    BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

    Polymarket - The world's largest prediction market. https://www.polymarket.com/

    Follow Tareq:

    https://x.com/TareqAmin_

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

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    29 分
  • Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
    2025/11/03

    (0:00) Introducing Paul "Triple H" Levesque

    (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock

    (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey

    (8:43) WWE vs UFC: Why they are opposites, star building

    (11:21) Physicality of the WWE and how they support wrestlers

    (14:13) The business of the WWE: using streaming and social as a funnel for live events, the magic of live WWE

    (21:28) Helping America's youth via physical fitness

    (23:35) How the internet forced wrestlers to blend their in ring personas with real-life

    Thanks to our partners for making this happen!

    Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

    OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

    Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

    IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

    Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

    Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

    BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

    Polymarket - The world's largest prediction market. https://www.polymarket.com/

    Follow Triple H:

    https://x.com/TripleH

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

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    26 分
  • Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
    2025/10/31

    (0:00) Disgraziad Corner: The most disgraceful things of the week!

    (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately

    (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias

    (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet

    (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass?

    (47:40) OpenAI lawsuit, for-profit conversion, how much Elon should own, OpenAI's great irony

    (56:24) AI power efficiency, Robotaxis, future of self-driving

    (1:09:34) Bill Gates flips on climate change, solar, energy production

    Follow Elon:

    https://x.com/elonmusk

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

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    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    Follow on TikTok:

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    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 時間 34 分